Employee Performance Evaluation Form

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EMPLOYEE PERFORMANCE EVALUATION
DATE:
NAME:
JOB LOCATION:
JOB TITLE:
DATE OF LAST EVALUATION:
Please complete this form carefully and thoroughly. Remember its purpose is to:
Provide objective criteria for personnel performance evaluations on a standard basis
within your organization.
Compel you to examine all of the individual traits affecting employee performance.
Help you to support your conclusion and recommendation for job classification and
compensation improvements.
Produce fairer evaluations of employees.
PROCEDURE:
Pages 2 and 3 describe Fifteen personal traits identified with job success or failure.
Decide for each, the level at which the employee performed for this rating period.
Write the corresponding value number in the rating column. Add the numbers to obtain a total
score.
Transfer this total to the rating scale on page 4. This will indicate, and support, your overall
opinion of the employee's performance.
Refer back to pages 2 and 3 to comment on the employee's principal strengths and weaknesses.
Your comments should be consistent with your rating of individual traits.
Finally, you should describe the employee's reaction to this evaluation, if you discuss it, and
make your recommendation for any changes in the employee's job classification or rate of pay.
Print Form
EMPLOYEE PERFORMANCE EVALUATION
DATE:
NAME:
JOB LOCATION:
JOB TITLE:
DATE OF LAST EVALUATION:
Please complete this form carefully and thoroughly. Remember its purpose is to:
Provide objective criteria for personnel performance evaluations on a standard basis
within your organization.
Compel you to examine all of the individual traits affecting employee performance.
Help you to support your conclusion and recommendation for job classification and
compensation improvements.
Produce fairer evaluations of employees.
PROCEDURE:
Pages 2 and 3 describe Fifteen personal traits identified with job success or failure.
Decide for each, the level at which the employee performed for this rating period.
Write the corresponding value number in the rating column. Add the numbers to obtain a total
score.
Transfer this total to the rating scale on page 4. This will indicate, and support, your overall
opinion of the employee's performance.
Refer back to pages 2 and 3 to comment on the employee's principal strengths and weaknesses.
Your comments should be consistent with your rating of individual traits.
Finally, you should describe the employee's reaction to this evaluation, if you discuss it, and
make your recommendation for any changes in the employee's job classification or rate of pay.
SOME DEFICIENCIES
UNSATISFACTORY
PERSONAL TRAITS
EVIDENT
0
1
The blending of
Severely lacking
Noticeable deficiencies
KNOWLEDGE
job-related education,
in knowledge.
in job knowledge.
skills and experience
Level of satisfactory output
Usually below acceptable
Barely acceptable level of
QUANTITY
standard.
output. A slow worker.
generated per unit of time.
Error level too high.
ACCURACY
Constantly commits errors
Absence of errors
Needs improvement.
Frequently makes irrational
Capacity to
Too often selects wrong
JUDGMENT
make reasonable decisions
decisions. Poor judgment.
alternative.
Imagination and creativity
INNOVATION
Never offers a new procedure
used to lower costs and
Rarely suggests new ideas.
or new idea.
improve profits.
Occasionally sloppy
Personal habits, clothing and
APPEARANCE
Frequently offensive.
grooming (evaluation should
appearance or display of
& HABITS
consider the nature of the job).
offensive habits.
Organization of the
Frequently unorganized or
Usually disorderly and chaotic.
ORDERLINESS
individual's work
work area in disarray
and work area.
Frequently rude. Causes
Occasionally impolite to
Respect for feelings of others.
COURTESY
noticeable discomfort to others.
coworkers or others.
Politeness on the job.
Usually uncooperative. A
Too often uncooperative when
Willingness to help others
COOPERATION
“roadblock” to coworkers,
faced with reasonable requests
accomplish their objectives
customers or suppliers.
for assistance.
Voluntary starting projects.
Shows little initiative.
Shows some initiative. Should
INITIATIVE
Attempting non-routine
Never volunteers. Sticks
do more without having to be
jobs and tasks.
closely to job routine.
told.
Dependability and
Not reliable. Often fails to
Occasionally impolite to
RELIABILITY
trustworthiness.
deliver a complete job.
coworkers or others.
Steadfast pursuit of job
Is sometimes deterred by
Frequently quits when faced
PERSEVERANCE
objectives when faced with
obstacles which should be
with unexpected obstacles.
unexpected obstacles.
overcome.
Occasional display of temper or
Even temperament.
Volatile, inconsistent
emotion sufficient to disrupt
STABILITY
Acceptance of unavoidable
personality. Disrupts work
other and hinder own
tension and pressure.
environment.
performance.
Frequent unexcused lateness or
Absences or lateness
ATTENDANCE
absence from work. Very poor
Below standards.
attendance record.
Ability to quickly
Very slow to grasp ideas and
Usually needs extra
ALERTNESS
understand new
events.
instruction.
information and situations
INSERT
CLEARLY
EXCEPTIONAL
SATISFACTORY
NUMERICAL
OUTSTANDING
RATING
4
2
3
(0 THROUGH 4)
Understanding job routine.
Completely understands all
Understands why all job functions are
Some knowledge still to be
aspects of the job.
performed and inter-relationship with other
aquired.
jobs. An expert.
Satisfactory. Meets
Usually exceeds the norm. A
Exceptional producer. Generates maximal
expectations of average output.
fast worker.
output.
Makes average number of
Very accurate. Commits few
Extremely accurate. Rarely commits an
mistakes
errors.
error.
Usually exercises sound
Above average reasoning
Sustains high level of sound judgment.
judgment.
ability. Seldom errs in
Decisions usually best under circumstances.
judgment.
Average number of
Often suggests beneficial
Very innovative. Constantly offers
suggestions for improving
changes and profit/cost
imaginative suggestions for improving
methods and procedures.
improvements.
operations.
Usually properly dressed and
Rarely exhibits poor appearance
Always properly dressed for the job.
groomed. Few poor personal
or offensive habit.
Personal habits are never offensive or in
habits
poor taste.
Highly organized and efficient
Exceptionally precise in organizing work.
Work sufficiently organized to
worker. Few instances of poor
Has immediate access to anything needed.
efficiently perform the job.
performance from lack of order.
Extremely efficient.
Very conscientious of other's
Extremely courteous, well mannered and
Observes common courtesies,
feelings and rights. Always
polite. Always considers the comfort and
does not offend.
polite.
ease of others.
Generally a cooperative person
Very cooperative. Often offers
Extremely cooperative. Constantly offers aid
on the job.
assistance. Can usually be
and always available to help others.
counted on to help.
Does not shirk. Voluntarily
Places highest priority on getting things
Above average. A self starter.
attempts to solve non-routine
done. Constantly accepts difficult or
Will generally volunteer.
job problems as they occur.
unpleasant jobs to achieve goals.
Completes work with little
Extremely dependable and trustworthy.
Can be relied on to complete
supervision. Will complete
Accepts all assignments. Always performs as
all aspects of the job.
occasional special projects.
expected.
Displays sufficient drive to
Is not stopped by most
Always displays extreme determination.
overcome unusually difficult
obstacles, works through them.
Will rarely quit until objective is reached.
obstacles.
Can tolerate unusual pressure
Even tempered. Absorbs
Performs consistently and effectively under
and tension without hindering
routine pressures of job.
extreme pressure. Never visbly falters.
performance.
Almost never late or absent. Always accepts
Satisfactory attendance record.
Rarely late or absent.
overtime work, if offered.
Understans most new ideas
Fast learner. Grasps new
Extremely bright. analyzes and understands
and developments without
information quickly.
with a minimum of instruction.
excessive explanation.
TOTAL
To Top of
Page 4
Summary Score
(MARK TOTAL NUMERICAL RATING ON SCALE BELOW)
TOTAL
0
15
30
45
60
UNSATISFACTORY
SOME DEFICIENCIES EVIDENT
SATISFACTORY
EXCEPTIONAL
CLEARLY OUTSTANDING
Comment on principle strengths:
Comment on principle weaknesses and suggestions for improvement:
Has this evaluation been discussed with the employee?
Yes
No
Comments:
Your recommendation for present and future
RATED BY (Name and Title):
job classification:
APPROVED BY:
Completion of this section by
I have reviewed this evaluation and I completely understand its
employee, is optional, and
contents.
subject to the policy of your
Date ________
Employee's signature______________________
organization.

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